Contoso SharePoint 2010 Governance Plan (Functional and Non

Contoso SharePoint 2010 Governance Plan

(Functional and Non-Functional Requirements)

Prepared for

2/9/2011, Draft #1

Prepared by

Chris Givens

Contributors

TBD

Revision and Signoff Sheet

Change Record

Date Author Version Change reference

2/9/2011 Chris Givens 1.0 Initial draft for review/discussion

Reviewers

Name Version approved Position Date

Project Sponsor

Senior Architect

Project Manager

Director of Communication and Networking

Project Infrastructure (IT Admin)

IT Manager (IT & Portal Admin)

IT Executive

Signoff

Name of IT Director Date

Signoff

Name of Business Director Date

Contents Executive Summary ..................................................................................................................................... 12

Governance Team: ...................................................................................................................................... 12

Executive Sponsor ................................................................................................................................... 12

Business Unit Leads ................................................................................................................................. 13

Contoso Team Members ......................................................................................................................... 13

Consulting Contoso Team Members ....................................................................................................... 13

Roles and Responsibilities ....................................................................................................................... 13

Farm Configuration ..................................................................................................................................... 14

Servers .................................................................................................................................................... 14

Database Configuration .......................................................................................................................... 14

Network Configuration ........................................................................................................................... 14

TCP/UDP Ports .................................................................................................................................... 14

DNS ...................................................................................................................................................... 14

Replication .......................................................................................................................................... 15

Load Balancer ...................................................................................................................................... 15

Remote Sites ....................................................................................................................................... 15

Email Configuration ................................................................................................................................ 15

Farm Solutions ........................................................................................................................................ 15

Farm Sandboxed Solutions ..................................................................................................................... 15

Configuration ...................................................................................................................................... 15

Blocked Solutions ................................................................................................................................ 15

Farm Features: ........................................................................................................................................ 15

Farm Creation Policy ............................................................................................................................... 16

Web Application Configuration .................................................................................................................. 17

Web Creation Policy ................................................................................................................................ 17

Default Settings ....................................................................................................................................... 17

Default Application Pool ..................................................................................................................... 17

Default Authentication Providers ....................................................................................................... 17

Default Managed Paths: ..................................................................................................................... 17

Default Self-Service Site Creation ....................................................................................................... 17

Default Blocked File Types .................................................................................................................. 17

Default Web application Features ...................................................................................................... 18

Default Web Part Security................................................................................................................... 18

Default Web Application Policy .......................................................................................................... 18

Default SharePoint Designer Access ................................................................................................... 19

Default Document Converter .............................................................................................................. 19

Default Outgoing Email ....................................................................................................................... 19

Default Workflow Settings .................................................................................................................. 19

Default Resource Throttling Settings .................................................................................................. 19

Default General Settings ..................................................................................................................... 19

Default Send to Connections .............................................................................................................. 20

Central Administration ............................................................................................................................ 20

Alternate Access Mappings ................................................................................................................. 20

Content Databases .............................................................................................................................. 20

Authentication Providers: ................................................................................................................... 20

Managed Paths: .................................................................................................................................. 21

Self-Service Site Creation .................................................................................................................... 21

Web application Features ................................................................................................................... 21

Web Application Policy ....................................................................................................................... 21

SharePoint Designer Access ................................................................................................................ 21

Outgoing Email .................................................................................................................................... 21

Workflow Settings ............................................................................................................................... 21

Resource Throttling Settings ............................................................................................................... 21

General Settings .................................................................................................................................. 21

Contoso Portal ........................................................................................................................................ 21



Teams Web Application .......................................................................................................................... 22



Authentication Providers: ................................................................................................................... 22

Managed Paths: .................................................................................................................................. 22

Self-Service Site Creation .................................................................................................................... 22

Web application Features ................................................................................................................... 22

Web Application Policy ....................................................................................................................... 22

SharePoint Designer Access ................................................................................................................ 23

Outgoing Email .................................................................................................................................... 23

Workflow Settings ............................................................................................................................... 23

Resource Throttling Settings ............................................................................................................... 23


My Sites/Profiles ..................................................................................................................................... 23



Site Collection Configuration ...................................................................................................................... 24

Site Collection Hierarchy ......................................................................................................................... 24

Site Collection Navigation ....................................................................................................................... 24

Site Collection Creation Policy ................................................................................................................ 24

Site Collection Supported Features ........................................................................................................ 24

Site Collection Un-Supported Features................................................................................................... 24

Site Collection List ................................................................................................................................... 25

Confirm site use and deletion ................................................................................................................. 25

Site Monitoring ....................................................................................................................................... 25

Quota Templates..................................................................................................................................... 25

Requesting higher quotas ................................................................................................................... 25

Site Collection Quotas ......................................................................................................................... 25

Contoso Defined Quotas ..................................................................................................................... 25

Site Collection Administrators ................................................................................................................ 26

Site Collection Security ........................................................................................................................... 26

SharePoint Designer Access .................................................................................................................... 26

Content Authoring and Deployment ...................................................................................................... 26

Site Creation Policy ................................................................................................................................. 26

Auditing Policy ........................................................................................................................................ 26

Team Site Creation Policy ........................................................................................................................... 27

Requesting\Creating Sites ....................................................................................................................... 27

Types of Supported Sites ........................................................................................................................ 27

My Site & User Profile User Usage Policy ................................................................................................... 28

Quota ...................................................................................................................................................... 28

Picture Usage .......................................................................................................................................... 28

User Profile Status Messages .................................................................................................................. 28

User Profile ............................................................................................................................................. 28

My Site Branding ..................................................................................................................................... 28

My Site Deletion ...................................................................................................................................... 28

Team Site End User Usage Policy ................................................................................................................ 29

Security and Permissions ........................................................................................................................ 29

Auditing Policiy........................................................................................................................................ 29

Supported Features ................................................................................................................................ 29

Non-supported Features ......................................................................................................................... 29

Ranking, Tagging and Noteboard Policy ................................................................................................. 29

Approved Actions .................................................................................................................................... 30

Disallowed Actions .................................................................................................................................. 30

Custom List Policy ................................................................................................................................... 30

Document Library Policies ...................................................................................................................... 31

Branding Policy............................................................................................................................................ 32

Basic Teams Web Application configuration .......................................................................................... 32

Features enabled ................................................................................................................................ 32

Default Web parts ............................................................................................................................... 32

Default master page ............................................................................................................................ 32

Contoso Elements ................................................................................................................................... 32

Master Pages ........................................................................................................................................... 32

Cascading Style Sheets ............................................................................................................................ 32

XHTML ..................................................................................................................................................... 32

Page Design ............................................................................................................................................. 32

Communication Plan ................................................................................................................................... 33

Email list management ........................................................................................................................... 33

Email frequency ...................................................................................................................................... 33

Usage Surveys ......................................................................................................................................... 33

Content and Records Management ............................................................................................................ 34

Taxonomy ................................................................................................................................................ 34

Content Types ..................................................................................................................................... 34

Managed Metadata Content Type Hub .............................................................................................. 34

Document Convertors ............................................................................................................................. 34

Converters ........................................................................................................................................... 34

Content Management ............................................................................................................................. 34

Posting Content to Portal Pages ......................................................................................................... 34

Content Deployment ........................................................................................................................... 34

Duplication Policy ................................................................................................................................ 35

Copyright Material .............................................................................................................................. 35

Confidential Material .......................................................................................................................... 35

Records Management ............................................................................................................................. 35

Default Send to Connections .............................................................................................................. 35

Information Management Policies ..................................................................................................... 35

Service Applications .................................................................................................................................... 36

Service Application List ........................................................................................................................... 36

Access Services Configuration................................................................................................................. 36

Business Data Connectivity Services Configuration ................................................................................ 37

Excel Services Configuration ................................................................................................................... 37

Global Settings .................................................................................................................................... 37

Trusted File Locations ......................................................................................................................... 38

Trusted Data Providers ....................................................................................................................... 38

Trusted Data Connection Libraries ..................................................................................................... 38

User Defined Function Assemblies ..................................................................................................... 38

Managed Metadata Service Configuration ............................................................................................. 38

Term Store Administrators ................................................................................................................. 39

Settings ................................................................................................................................................ 39

Term Groups ....................................................................................................................................... 39

PerformancePoint Service Application Configuration ............................................................................ 39

Application Settings ............................................................................................................................ 39

Trusted Data Source Locations ........................................................................................................... 39

Trusted Content Locations .................................................................................................................. 39

PowerPivot Service Application Configuration ....................................................................................... 39

PowerPoint Service Application Configuration ....................................................................................... 39

Settings ................................................................................................................................................ 39

Search Service Administration Configuration ......................................................................................... 40

Topology.............................................................................................................................................. 40

Content Sources .................................................................................................................................. 40

Crawl Schedule .................................................................................................................................... 40

Crawl Rules .......................................................................................................................................... 40

Server Name Mappings ....................................................................................................................... 40

Host Distribution Rules ....................................................................................................................... 40

File Types ............................................................................................................................................. 40

iFilters .................................................................................................................................................. 41

Crawler Impact Rules .......................................................................................................................... 41

Thesaurus ............................................................................................................................................ 41

Noise Words ........................................................................................................................................ 41

Hit Highlighting ................................................................................................................................... 41

Keyword Best bets .............................................................................................................................. 41

Authoritative Pages ............................................................................................................................. 41

Federated Locations ............................................................................................................................ 42

Metadata properties ........................................................................................................................... 42

Scopes ................................................................................................................................................. 42

Search Result Removal ........................................................................................................................ 42

Relevancy Tuning ................................................................................................................................ 42

FAST Search Content Configuration ........................................................................................................ 42

FAST Search Query Configuration ........................................................................................................... 42

Secure Store Service Configuration ........................................................................................................ 42

Usage and Health data collection Configuration .................................................................................... 43

User Profile Service Application Configuration ....................................................................................... 43

User Profile Properties ........................................................................................................................ 43

Audiences ............................................................................................................................................ 43

Policies ................................................................................................................................................ 43

Synchronization Connections .............................................................................................................. 43

Profile Synchronization Settings ......................................................................................................... 43

Organization Profiles ........................................................................................................................... 43

My Site Settings .................................................................................................................................. 43

Visio Graphics Service Configuration ...................................................................................................... 44

Global settings: ................................................................................................................................... 44

Trusted Data Providers ....................................................................................................................... 44

Word Automation Services Configuration .............................................................................................. 44


Word Viewing Service Configuration ...................................................................................................... 45

Service Application mapping................................................................................................................... 45

Monitoring Settings .................................................................................................................................... 46

Logging Configuration ............................................................................................................................. 46

Logging Database .................................................................................................................................... 46

Event Log Monitoring .............................................................................................................................. 46

Tools .................................................................................................................................................... 46

Server Errors ....................................................................................................................................... 46

Application Errors ............................................................................................................................... 47

Performance Monitoring ........................................................................................................................ 47

Baseline Policy ..................................................................................................................................... 47

Notification Policy ................................................................................................................................... 47

Language Packs ........................................................................................................................................... 47

Supported language packs ...................................................................................................................... 47

Reporting Services ...................................................................................................................................... 48

Integration Settings ................................................................................................................................. 48

Server Defaults ........................................................................................................................................ 48

InfoPath Forms Services .............................................................................................................................. 49

Form templates ....................................................................................................................................... 49

Settings.................................................................................................................................................... 49

3rd Party applications .................................................................................................................................. 51

High Availability .......................................................................................................................................... 52

Mirroring ................................................................................................................................................. 52

Clustering ................................................................................................................................................ 52

Backup and Restore .................................................................................................................................... 53

Backup Methodology .............................................................................................................................. 53

Restore Methodology ............................................................................................................................. 53

Remote Blob Storage (RBS) Configuration .............................................................................................. 53

Security: ...................................................................................................................................................... 54

Farm Administrators: .............................................................................................................................. 54

Managed Accounts ................................................................................................................................. 54

Password Change Policy .......................................................................................................................... 54

Information Rights Management ............................................................................................................ 54

RMS Server Configuration ................................................................................................................... 54

Antivirus .................................................................................................................................................. 54

Antivirus tool ....................................................................................................................................... 54

Configuration ...................................................................................................................................... 54

Service Accounts ..................................................................................................................................... 55

Authentication ........................................................................................................................................ 55

Forms Based Authentication Policy .................................................................................................... 55

Claims Authentication Policy .............................................................................................................. 55

Kerberos Policy.................................................................................................................................... 55

Social Computing Usage Policies ................................................................................................................. 56

Browser Support ......................................................................................................................................... 57

SharePoint Supported Browsers ............................................................................................................. 57

Contoso Supported Browsers ................................................................................................................. 57

Known Challenges ................................................................................................................................... 57

Training ....................................................................................................................................................... 58

Online Wiki .............................................................................................................................................. 58

Internal User Group ................................................................................................................................ 58

Lunch Sessions\Brown Bag ..................................................................................................................... 58

Formal Training ....................................................................................................................................... 58

IT Professional ..................................................................................................................................... 58

End User .............................................................................................................................................. 58

Site Collection Administration ............................................................................................................ 58

Developer ............................................................................................................................................ 58

Cost Allocation ............................................................................................................................................ 59

Charge back ............................................................................................................................................. 59

Service Delivery Definitions ........................................................................................................................ 60

Contoso Tier ............................................................................................................................................ 60

Services Offered ...................................................................................................................................... 60

Service Level Agreements ....................................................................................................................... 60

Gold ..................................................................................................................................................... 60

Silver .................................................................................................................................................... 60

Bronze ................................................................................................................................................. 60

Database systems ............................................................................................................................... 60

External Applications .......................................................................................................................... 60

Support Hours ......................................................................................................................................... 60

Gold ..................................................................................................................................................... 60

Silver .................................................................................................................................................... 60

Bronze ................................................................................................................................................. 60

User Acceptance Testing ............................................................................................................................. 61

UAT Environment .................................................................................................................................... 61

Expectations ............................................................................................................................................ 61

Quality Assurance and Staging .................................................................................................................... 61

Staging Environment ............................................................................................................................... 61

Change Management .............................................................................................................................. 61

Historical Tracking ................................................................................................................................... 61

Development Policies ................................................................................................................................. 61

Development Environment ..................................................................................................................... 61

Customization Development .................................................................................................................. 61

Site Definitions ........................................................................................................................................ 62

Source Control ........................................................................................................................................ 62

Code Access Security............................................................................................................................... 62

3rd Party Components Usage Policy ........................................................................................................ 62

Non-Functional Requirements .................................................................................................................... 63

Performance ........................................................................................................................................... 63

Contoso SharePoint 2010 Governance Plan (Functional and Non

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